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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,633 | $48,570+179.3% | $130,660+3.8% | $72,975+85.9% |
| Participation rate | 96.4% | 58.6%+37.9pp | 71.7%+24.7pp | 69.5%+26.9pp |
| Annual return | 23.85% | 38.63%-14.8pp | 1709.29%-1685.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,282 | $1,334+146.0% | $4,092-19.8% | $2,440+34.5% |
| Participant deferral / active EE | $7,080 | $2,384+197.0% | $3,603+96.5% | $3,608+96.3% |
| Admin fee / account holder | $3,253 | $3,549-8.3% | $5,463-40.5% | $5,124-36.5% |